Business
Last updated
Udara360 User Guide
Last updated
The Business page is designed to manage the bank's end-of-day (EOD) process. This process involves closing the bank's operations at the end of each day and opening them for the new day.
Banks follow a structured procedure at the end of each business day to ensure a smooth transition for the next day’s operations. Admins must click the “Close Business” button to process all pending transactions for that day. Once the processing is complete, they can click the “Open Business” button to prepare for the new day. This systematic approach helps maintain transaction accuracy and ensures that the bank operates efficiently.
To access the Business page, follow these steps:
Log into the application using your credentials.
From the dashboard, navigate to Operation.
Select Business from the dropdown.
The Business page displays a table with detailed information about financial transactions. You can review the following details for each transaction:
S/N: The serial number of the transaction.
FINANCIAL DATE OPENED: The date when the transaction was first opened.
OPENED BY: The user or system that initiated the transaction.
DATE CLOSED: The date when the transaction was closed.
CLOSED BY: The user or system that closed the transaction.
EOD START TIME: The start time of the transaction's end-of-day (EOD) process.
EOD END TIME: The end time of the EOD process for the transaction.
EOD DURATION: The duration of the EOD process for the transaction.
EOD STAGE: The current stage of the EOD process for the transaction.
STATUS: The current status of the transaction.
ACTION: Allows you to perform actions on the transaction, such as "Close Business".
To close a business transaction, follow these steps:
Locate the transaction you want to close in the table.
In the Action column, click the "Close Business" button.
Confirm the action to close the transaction.
